ALPS ETF Trust - AMLP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 16,070,257 833,242 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 13,210,100 684,943 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 8,866,456 459,725 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,429,142 385,200 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 7,409,556 384,185 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History Added to 4,904,023 254,371 2.88% 2.73% 6 +463,628 10.44% Q3 2026 Nov 03, 2026
LPL Financial LLC History No change 3,880,321 201,194 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 3,024,792 156,835 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,810,836 145,741 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,473,354 128,244 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 2,195,668 113,889 0.06% 0.07% 11 -29,921 -1.34% Q3 2026 Nov 02, 2026
US BANCORP \DE\ History No change 1,704,381 88,372 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History No change 1,639,760 85,021 7.71% 7.71% 13 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 1,285,186 67,071 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 1,010,491 52,393 0.59% 0.59% 15 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 993,674 51,522 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 965,702 50,071 0.01% 0.01% 17 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 953,551 49,447 0.06% 0.06% 18 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 871,610 45,210 0.06% 0.05% 19 +92,785 11.91% Q3 2026 Nov 02, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 801,061 41,551 0.02% 0.02% 20 -5,866 -0.73% Q3 2026 Oct 29, 2026
HighTower Advisors, LLC History No change 750,619 38,919 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 627,920 32,557 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 621,953 32,248 1.16% 1.16% 23 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 597,479 30,895 0.21% 0.21% 24 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 577,011 29,918 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History Added to 565,210 29,317 2.49% 2.49% 26 +9,667 1.74% Q3 2026 Oct 19, 2026
Janney Montgomery Scott LLC History No change 561,275 29,102 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 537,851 27,887 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 535,072 27,743 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 532,049 27,586 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 517,943 26,855 0.1% 0.1% 31 0 0.0% Q2 2026 Aug 11, 2026
Oxbow Advisors, LLC History No change 509,673 26,426 2.15% 2.15% 32 0 0.0% Q2 2026 Aug 07, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 506,822 26,288 7.75% 9.47% 33 0 0.0% Q3 2026 Oct 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 503,526 26,107 4.79% 4.79% 34 0 0.0% Q2 2026 Aug 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 448,645 23,262 1.88% 1.88% 35 0 0.0% Q2 2026 Aug 05, 2026
Aprio Wealth Management, LLC History Reduced 426,750 22,135 1.01% 1.1% 36 -969 -0.23% Q3 2026 Oct 28, 2026
CHOREO, LLC History Reduced 390,597 20,260 0.21% 0.22% 37 -4,751 -1.2% Q3 2026 Oct 28, 2026
Trivium Point Advisory, LLC History No change 378,254 19,612 1.78% 1.78% 38 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 362,715 19,180 0.03% 0.03% 39 -19,398 -5.08% Q3 2026 Oct 13, 2026
D.A. DAVIDSON & CO. History Added to 364,555 18,909 0.1% 0.1% 40 +8,268 2.32% Q3 2026 Oct 27, 2026
Violich Capital Management, Inc. History Added to 353,870 18,355 1.98% 1.88% 41 +20,025 6.0% Q3 2026 Oct 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 349,952 18,152 0.04% 0.1% 42 -470,907 -57.37% Q3 2026 Nov 02, 2026
Hilton Capital Management, LLC History No change 338,754 17,564 1.2% 1.2% 43 0 0.0% Q2 2026 Aug 04, 2026
RS CRUM INC. History Added to 332,882 17,266 3.23% 3.22% 44 +1,496 0.45% Q3 2026 Oct 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 327,061 16,958 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 319,657 16,574 1.0% 1.0% 46 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 311,938 16,174 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 301,702 15,649 5.6% 5.36% 48 -6,397 -2.08% Q3 2026 Oct 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 299,656 15,537 0.34% 0.34% 49 0 0.0% Q2 2026 Jul 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 299,107 15,508 0.05% 0.05% 50 0 0.0% Q2 2026 Aug 10, 2026
Checchi Capital Advisers, LLC History No change 298,363 15,470 0.7% 0.7% 51 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 290,720 15,073 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
TECTONIC ADVISORS LLC History Added to 288,621 14,970 0.69% 0.7% 53 +8,411 3.0% Q3 2026 Oct 22, 2026
North Star Investment Management Corp. History Reduced 286,345 14,852 0.8% 0.83% 54 -8,683 -2.94% Q3 2026 Oct 27, 2026
WEALTH ALLIANCE, LLC History No change 282,387 14,641 1.23% 1.23% 55 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 278,050 14,416 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 275,028 14,271 0.45% 0.45% 57 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 273,749 14,194 0.21% 0.21% 58 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History Added to 270,707 14,041 0.04% 0.04% 59 +14,349 5.6% Q3 2026 Nov 02, 2026
VISTA FINANCE, LLC History Added to 263,629 13,674 7.29% 7.48% 60 +5,502 2.13% Q3 2026 Oct 23, 2026
Summit Financial Wealth Advisors, LLC History Reduced 253,374 13,142 1.63% 1.68% 61 -724 -0.28% Q3 2026 Oct 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 248,500 12,884 0.91% 0.91% 62 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History Added to 246,704 12,797 0.06% 0.05% 63 +45,786 22.79% Q3 2026 Oct 14, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History Reduced 246,344 12,777 6.32% 6.02% 64 -471 -0.19% Q3 2026 Nov 02, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 243,419 12,626 2.59% 2.56% 65 +886 0.37% Q3 2026 Oct 20, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 242,497 12,573 1.15% 1.15% 66 0 0.0% Q2 2026 Aug 14, 2026
Truffle Hound Capital, LLC History No change 240,000 12,444 2.66% 2.66% 67 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 230,738 11,963 1.15% 1.15% 68 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 229,990 11,924 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 227,795 11,717 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Oak Harvest Investment Services History Added to 214,898 11,146 1.04% 0.99% 71 +9,818 4.79% Q3 2026 Oct 20, 2026
Williams Jones Wealth Management, LLC. History No change 206,027 10,682 0.12% 0.12% 72 0 0.0% Q2 2026 Aug 05, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 200,000 10,370 1.08% 1.08% 73 0 0.0% Q2 2026 Jul 13, 2026
Granby Capital Management, LLC History No change 200,000 10,370 5.41% 5.41% 74 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 199,600 10,321 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
SANDERS MORRIS HARRIS LLC History New 193,900 10,286 1.36% — 76 +193,900 New Q3 2026 Oct 14, 2026
Lido Advisors, LLC History No change 198,019 10,267 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History Reduced 196,839 10,210 0.1% 0.11% 78 -15,311 -7.22% Q3 2026 Oct 20, 2026
Elgethun Capital Management History No change 196,637 10,195 1.42% 1.42% 79 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 195,021 10,111 0.17% 0.17% 80 0 0.0% Q2 2026 Jul 21, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 194,825 10,105 0.67% 0.68% 81 -4,937 -2.47% Q3 2026 Oct 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 194,367 10,077 0.68% 0.68% 82 0 0.0% Q2 2026 Aug 04, 2026
Fortis Group Advisors, LLC History No change 189,931 9,847 1.57% 1.57% 83 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 189,897 9,846 0.4% 0.4% 84 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 184,780 9,726 1.4% 1.45% 85 -2,027 -1.09% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 185,243 9,604 0.06% 0.06% 86 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 174,986 9,076 0.16% 0.16% 87 +3,669 2.14% Q3 2026 Oct 23, 2026
BARD ASSOCIATES INC History No change 171,562 8,895 1.97% 1.97% 88 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 167,510 8,685 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 13, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 165,825 8,601 2.16% 2.22% 90 -3,330 -1.97% Q3 2026 Oct 20, 2026
Brick & Kyle, Associates History No change 162,583 8,558 2.83% 2.83% 91 0 0.0% Q2 2026 Aug 06, 2026
Eagle Strategies LLC History Added to 162,460 8,426 0.82% 0.63% 92 +39,896 32.55% Q3 2026 Oct 16, 2026
NWAM LLC History No change 157,897 8,186 0.41% 0.41% 93 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 157,067 8,143 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 156,577 8,118 0.12% 0.12% 95 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 156,022 8,089 0.04% 0.04% 96 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History Added to 155,414 8,061 0.01% 0.01% 97 +9,271 6.34% Q3 2026 Oct 30, 2026
Cerity Partners LLC History No change 154,772 8,025 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 153,572 7,962 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 14, 2026
MUHLENKAMP & CO INC History No change 150,615 7,809 2.26% 2.26% 100 0 0.0% Q2 2026 Aug 17, 2026
Left Brain Wealth Management, LLC History Reduced 148,109 7,682 2.42% 2.34% 101 -1,328 -0.89% Q3 2026 Oct 28, 2026
Advisors Preferred, LLC History No change 145,325 7,565 1.17% 1.17% 102 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History Added to 143,629 7,450 0.05% 0.03% 103 +72,686 102.46% Q3 2026 Oct 16, 2026
Advisory Services Network, LLC History No change 143,445 7,437 0.08% 0.08% 104 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History New 143,267 7,431 0.44% — 105 +143,267 New Q3 2026 Nov 03, 2026
Beacon Pointe Advisors, LLC History No change 141,864 7,355 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 18, 2026
5th Street Advisors, LLC History No change 140,877 7,304 2.78% 2.78% 107 0 0.0% Q2 2026 Aug 05, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 138,847 7,199 2.91% 2.91% 108 0 0.0% Q2 2026 Aug 12, 2026
Ball & Co Wealth Management Inc. History No change 136,894 7,097 5.03% 5.03% 109 0 0.0% Q2 2026 Jul 31, 2026
NTV ASSET MANAGEMENT LLC History Added to 135,827 7,045 0.65% 0.67% 110 +4,649 3.54% Q3 2026 Oct 23, 2026
CITADEL ADVISORS LLC History No change 133,811 6,938 0.0% 0.0% 111 0 0.0% Q2 2026 Sep 02, 2026
Sterling Investment Advisors, Ltd. History Added to 131,126 6,801 1.12% 1.12% 112 +1,868 1.45% Q3 2026 Oct 27, 2026
BROWN ADVISORY INC History No change 129,624 6,721 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 128,940 6,685 0.08% 0.08% 114 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 126,132 6,539 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 17, 2026
NORDEN GROUP LLC History Reduced 125,496 6,509 0.49% 0.54% 116 -873 -0.69% Q3 2026 Oct 20, 2026
VALEN PRIVATE CAPITAL, LLC History New 122,860 6,372 1.97% — 117 +122,860 New Q3 2026 Oct 23, 2026
Clare Market Investments LLC History No change 120,740 6,260 1.14% 1.14% 118 0 0.0% Q2 2026 Jul 27, 2026
Element Wealth, LLC History No change 119,697 6,206 2.32% 2.32% 119 0 0.0% Q2 2026 Aug 14, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 119,085 6,176 0.66% 0.65% 120 +312 0.26% Q3 2026 Oct 22, 2026
Sanctuary Advisors, LLC History No change 118,887 6,164 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 13, 2026
Plan Group Financial, LLC History Added to 116,543 6,130 1.2% 0.97% 122 +25,318 27.75% Q3 2026 Oct 22, 2026
Wealth Advisory Solutions, LLC History No change 117,803 6,110 1.26% 1.25% 123 0 0.0% Q3 2026 Oct 20, 2026
Capital Advisors Wealth Management, LLC History Added to 115,077 5,969 0.67% 0.58% 124 +19,608 20.54% Q3 2026 Oct 09, 2026
Haven Private, LLC History Reduced 114,631 5,945 2.35% 2.3% 125 -2,284 -1.95% Q3 2026 Oct 27, 2026
FIFTH THIRD BANCORP History No change 114,270 5,924 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 05, 2026
Clarity Financial LLC History No change 112,470 5,831 0.5% 0.5% 127 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 111,427 5,777 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 18, 2026
Wealthspire Advisors, LLC History No change 110,991 5,754 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 11, 2026
Cyndeo Wealth Partners, LLC History Added to 109,456 5,677 0.26% 0.27% 130 +183 0.17% Q3 2026 Oct 16, 2026
Quantinno Capital Management LP History No change 108,540 5,627 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
Financial Sense Advisors, Inc. History No change 107,998 5,599 1.1% 1.1% 132 0 0.0% Q2 2026 Aug 14, 2026
Prota Financial, LLC History Added to 103,612 5,414 3.46% 3.46% 133 +1,813 1.78% Q3 2026 Oct 08, 2026
OPPENHEIMER & CO INC History Reduced 100,610 5,218 0.05% 0.06% 134 -803 -0.79% Q3 2026 Oct 26, 2026
Global Retirement Partners, LLC History No change 100,221 5,196 0.08% 0.08% 135 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 100,180 5,194 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 12, 2026
Mesirow Financial Investment Management, Inc. History No change 99,646 5,166 0.08% 0.08% 137 0 0.0% Q2 2026 Jul 22, 2026
Squarepoint Ops LLC History No change 97,000 5,029 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Carota Wealth Management History New 95,487 4,952 4.2% — 140 +95,487 New Q3 2026 Nov 03, 2026
Continuum Advisory, LLC History No change 95,515 4,952 0.4% 0.4% 139 0 0.0% Q2 2026 Aug 06, 2026
Coral Wealth Management, LLC History No change 94,792 4,914 4.03% 4.03% 141 0 0.0% Q2 2026 Aug 04, 2026
White Pine Investment CO History Added to 93,816 4,866 1.01% 1.03% 142 +404 0.43% Q3 2026 Oct 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 93,497 4,849 0.12% 0.12% 143 +763 0.82% Q3 2026 Oct 13, 2026
Qube Research & Technologies Ltd History No change 92,856 4,814 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 92,725 4,807 0.04% 0.04% 145 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 92,633 4,803 0.48% 0.48% 146 0 0.0% Q2 2026 Aug 10, 2026
Artesa Financial Group, LLC History Added to 92,584 4,802 3.87% 3.99% 147 +2,549 2.83% Q3 2026 Oct 29, 2026
Corient Private Wealth LP History No change 92,350 4,788 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 27, 2026
Verdence Capital Advisors LLC History New 91,878 4,765 0.2% — 149 +91,878 New Q3 2026 Oct 26, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 91,567 4,742 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 14, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 90,359 4,686 2.54% 2.71% 151 -4,989 -5.23% Q3 2026 Oct 16, 2026
AlphaCore Capital LLC History No change 89,989 4,665 0.09% 0.09% 152 0 0.0% Q2 2026 Aug 06, 2026
1 NORTH WEALTH SERVICES LLC History No change 88,736 4,600 1.5% 1.5% 153 0 0.0% Q2 2026 Aug 03, 2026
PHILADELPHIA TRUST CO History No change 88,288 4,578 0.29% 0.29% 154 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 88,273 4,576 0.4% 0.4% 155 0 0.0% Q2 2026 Jul 09, 2026
MML INVESTORS SERVICES, LLC History No change 87,377 4,530 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 07, 2026
Moran Wealth Management, LLC History Added to 87,318 4,529 0.12% 0.1% 157 +13,118 17.68% Q3 2026 Oct 22, 2026
Farther Finance Advisors, LLC History Added to 86,125 4,467 0.03% 0.02% 158 +29,646 52.49% Q3 2026 Oct 08, 2026
SACKS & ASSOCIATES, LLC History Added to 85,792 4,450 3.11% 3.13% 159 +1,548 1.84% Q3 2026 Oct 09, 2026
NorthCoast Asset Management LLC History No change 85,674 4,442 0.1% 0.1% 160 0 0.0% Q2 2026 Aug 12, 2026
Madison Park Capital Advisors, LLC History Added to 85,489 4,434 2.84% 3.3% 161 +60,455 241.49% Q3 2026 Oct 28, 2026
Samalin Investment Counsel, LLC History Added to 85,461 4,432 1.39% 1.2% 162 +11,571 15.66% Q3 2026 Oct 23, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 85,180 4,418 0.49% 0.52% 163 -1,766 -2.03% Q3 2026 Oct 22, 2026
IMC-Chicago, LLC History No change 84,342 4,373 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Americana Partners, LLC History Added to 84,082 4,361 0.09% 0.1% 165 +575 0.69% Q3 2026 Oct 28, 2026
Indivisible Partners History Reduced 82,854 4,297 0.2% 0.24% 166 -8 -0.01% Q3 2026 Oct 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 81,963 4,249 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 19, 2026
Chicago Partners Investment Group LLC History Added to 79,867 4,244 0.08% 0.08% 168 +7,629 10.56% Q3 2026 Oct 26, 2026
HANCOCK WHITNEY CORP History No change 81,093 4,204 0.07% 0.07% 169 0 0.0% Q2 2026 Aug 14, 2026
Intrinsic Edge Capital Management LLC History No change 80,000 4,148 0.43% 0.43% 170 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History Reduced 79,311 4,113 0.19% 0.24% 171 -20,559 -20.59% Q3 2026 Oct 20, 2026
Wills Financial Group LLC History No change 77,709 4,029 1.47% 1.47% 172 0 0.0% Q2 2026 Aug 14, 2026
Deeter Investments LLP History No change 77,603 4,023 0.56% 0.56% 173 0 0.0% Q2 2026 Oct 08, 2026
COWA, LLC History Added to 76,162 3,950 0.96% 0.97% 174 +1,448 1.94% Q3 2026 Oct 30, 2026
Allen Capital Group, LLC History Reduced 75,845 3,934 0.32% 0.32% 175 -911 -1.19% Q3 2026 Oct 27, 2026
Balefire, LLC History Reduced 75,321 3,906 0.61% 0.65% 176 -1,969 -2.55% Q3 2026 Oct 09, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 74,849 3,882 0.07% 0.07% 177 +5,647 8.16% Q3 2026 Oct 13, 2026
CONTINENTAL ADVISORS LLC History No change 74,723 3,875 1.66% 1.64% 178 0 0.0% Q3 2026 Oct 13, 2026
TT Capital Management LLC History Added to 74,565 3,867 2.83% 2.7% 179 +7,720 11.55% Q3 2026 Oct 15, 2026
Payne Capital Management, LLC History No change 74,455 3,860 1.03% 1.03% 180 0 0.0% Q2 2026 Aug 14, 2026
SMART Wealth LLC History No change 74,141 3,844 0.83% 0.83% 181 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History Added to 73,976 3,837 0.1% 0.08% 182 +11,027 17.52% Q3 2026 Oct 23, 2026
SCOTIA CAPITAL INC. History No change 73,460 3,808 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 72,508 3,759 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 72,463 3,757 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
Jaffetilchin Investment Partners, LLC History No change 72,454 3,756 0.2% 0.2% 186 0 0.0% Q2 2026 Oct 20, 2026
Pinnacle Financial Partners, Inc. History No change 72,101 3,738 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 14, 2026
TKG Advisors, LLC History Added to 71,819 3,725 1.27% 1.25% 188 +2,263 3.25% Q3 2026 Oct 30, 2026
NewEdge Wealth, LLC History No change 70,856 3,673 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 10, 2026
Quartz Partners, LLC History Added to 70,103 3,636 1.1% 0.76% 190 +25,132 55.88% Q3 2026 Nov 03, 2026
Hegarty Advisors, LLC History Added to 69,656 3,613 2.23% 2.16% 191 +9,229 15.27% Q3 2026 Oct 20, 2026
Freestone Capital Holdings, LLC History No change 69,010 3,578 0.09% 0.09% 192 0 0.0% Q2 2026 Jul 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 68,913 3,573 0.18% 0.18% 193 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History Reduced 68,667 3,561 0.09% 0.1% 194 -4,952 -6.73% Q3 2026 Oct 16, 2026
SAM Advisors, LLC History No change 68,490 3,551 0.97% 0.97% 195 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 67,474 3,498 0.17% 0.17% 196 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 67,319 3,490 0.04% 0.04% 197 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 67,219 3,485 0.09% 0.09% 198 0 0.0% Q2 2026 Aug 04, 2026
Mills Wealth Advisors LLC History Added to 66,263 3,437 1.09% 1.07% 199 +453 0.69% Q3 2026 Oct 22, 2026
Berkeley Capital Partners, LLC History No change 66,109 3,427 0.71% 0.71% 200 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 66,059 3,425 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History Reduced 65,858 3,416 0.06% 0.06% 202 -3,281 -4.75% Q3 2026 Oct 16, 2026
Mezzasalma Advisors, LLC History Added to 65,418 3,393 0.69% 0.22% 203 +44,717 216.01% Q3 2026 Oct 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 64,468 3,342 0.06% 0.06% 204 0 0.0% Q2 2026 Aug 12, 2026
Astoria Portfolio Advisors LLC. History No change 63,891 3,312 0.56% 0.56% 205 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 63,499 3,292 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 63,100 3,271 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 12, 2026
Stamos Capital Partners, L.P. History No change 62,819 3,257 0.5% 0.5% 208 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 62,736 3,254 0.05% 0.05% 209 +1,045 1.69% Q3 2026 Oct 22, 2026
Asset One Wealth Management LLC History Added to 62,556 3,244 0.28% 0.29% 210 +11,505 22.54% Q3 2026 Nov 02, 2026
FFG RETIREMENT ADVISORS LLC History Added to 60,804 3,153 1.68% 1.65% 211 +676 1.12% Q3 2026 Oct 20, 2026
G&S Capital LLC History Added to 60,553 3,140 0.91% 0.85% 212 +3,757 6.61% Q3 2026 Oct 23, 2026
WealthBridge Capital Management, LLC History Added to 59,125 3,066 0.6% 0.61% 213 +326 0.55% Q3 2026 Oct 16, 2026
Camarda Financial Advisors, LLC History No change 58,695 3,043 0.92% 0.92% 214 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Added to 58,047 3,010 0.08% 0.08% 215 +4,534 8.47% Q3 2026 Oct 08, 2026
PARK AVENUE SECURITIES LLC History Added to 57,279 2,971 0.02% 0.02% 216 +3,517 6.54% Q3 2026 Oct 26, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Reduced 57,175 2,965 0.32% 0.34% 217 -1,500 -2.56% Q3 2026 Oct 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 56,554 2,932 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Management LLC (WY) History No change 56,548 2,932 2.45% 2.45% 219 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 56,349 2,921 0.15% 0.15% 220 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 56,309 2,919 0.15% 0.15% 221 0 0.0% Q2 2026 Aug 10, 2026
Delta Investment Management, LLC History No change 56,003 2,903 0.48% 0.48% 222 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History Added to 55,890 2,899 0.05% 0.04% 223 +11,710 26.51% Q3 2026 Oct 28, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 55,905 2,898 0.39% 0.39% 224 0 0.0% Q2 2026 Oct 30, 2026
CIBC Bancorp USA Inc. History No change 55,784 2,892 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 55,269 2,866 0.02% 0.02% 226 -2,342 -4.07% Q3 2026 Oct 06, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 54,894 2,847 1.15% 1.27% 227 -4,829 -8.09% Q3 2026 Oct 13, 2026
Sculati Wealth Management, LLC History Added to 53,796 2,835 0.93% 0.96% 228 +436 0.82% Q3 2026 Oct 19, 2026
BlackRock, Inc. History No change 53,802 2,789 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 07, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 53,529 2,775 0.21% 0.21% 230 0 0.0% Q2 2026 Aug 12, 2026
Enclave Advisors LLC History Added to 53,324 2,765 0.35% 0.35% 231 +671 1.27% Q3 2026 Oct 13, 2026
Tradewinds, LLC. History No change 238,571 2,747 0.62% 0.62% 232 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 52,823 2,738 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 23, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 52,730 2,734 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 52,296 2,711 0.24% 0.24% 235 0 0.0% Q2 2026 Aug 04, 2026
INGALLS & SNYDER LLC History No change 51,439 2,667 0.07% 0.07% 236 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Reduced 51,190 2,655 0.05% 0.05% 237 -348 -0.68% Q3 2026 Nov 03, 2026
Pekin Hardy Strauss, Inc. History Reduced 49,701 2,577 0.23% 0.23% 238 -300 -0.6% Q3 2026 Nov 02, 2026
FMR LLC History No change 49,486 2,565 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 48,752 2,520 0.08% 0.08% 240 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 47,862 2,481 0.02% 0.02% 241 0 0.0% Q2 2026 Sep 08, 2026
ASSETMARK, INC History Reduced 47,765 2,477 0.0% 0.0% 242 -4,493 -8.6% Q3 2026 Oct 21, 2026
Heartwood Wealth Advisors LLC History Added to 47,543 2,466 0.19% 0.19% 243 +201 0.42% Q3 2026 Oct 05, 2026
HOLDERNESS INVESTMENTS CO History No change 47,509 2,463 0.41% 0.41% 244 0 0.0% Q2 2026 Aug 12, 2026
Aster Capital Management (DIFC) Ltd History No change 47,239 2,449 0.52% 0.52% 245 0 0.0% Q2 2026 Aug 14, 2026
Keewaydin Investments LLC History No change 47,160 2,445 0.71% 0.71% 246 0 0.0% Q2 2026 Aug 14, 2026
ArchPoint Investors History No change 46,325 2,401 0.51% 0.51% 247 0 0.0% Q2 2026 Aug 13, 2026
BFC Planning, Inc. History No change 46,058 2,388 0.1% 0.1% 248 0 0.0% Q2 2026 Oct 29, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 45,545 2,384 0.31% — 249 +45,545 New Q3 2026 Oct 20, 2026
Capstone Wealth Management Group, Inc. History Added to 44,872 2,327 1.37% 1.32% 250 +2,754 6.54% Q3 2026 Oct 19, 2026
CURA WEALTH ADVISORS, LLC History No change 44,035 2,283 0.97% 0.97% 251 0 0.0% Q2 2026 Aug 06, 2026
Apollon Wealth Management, LLC History Added to 43,977 2,281 0.03% 0.02% 252 +4,747 12.1% Q3 2026 Oct 23, 2026
Resonant Capital Advisors, LLC History No change 43,528 2,257 0.11% 0.11% 253 0 0.0% Q3 2026 Oct 15, 2026
Bollard Group LLC History No change 43,480 2,254 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 12, 2026
Providence First Trust Co History Reduced 43,437 2,253 0.75% 0.68% 255 -3,251 -6.96% Q3 2026 Nov 02, 2026
Arkadios Wealth Advisors History No change 43,376 2,249 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History Reduced 43,142 2,237 0.02% 0.03% 257 -4,567 -9.57% Q3 2026 Oct 15, 2026
HC Advisors, LLC History No change 42,962 2,227 1.35% 1.35% 258 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 42,932 2,226 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History Reduced 42,743 2,217 0.04% 0.04% 260 -2,040 -4.56% Q3 2026 Nov 03, 2026
Ashton Thomas Private Wealth, LLC History Added to 42,546 2,206 0.04% 0.04% 261 +9,340 28.13% Q3 2026 Nov 02, 2026
Walleye Trading LLC History No change 41,900 2,172 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 41,147 2,133 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
WP Advisors, LLC History Added to 41,094 2,131 0.49% 0.42% 264 +7,653 22.89% Q3 2026 Oct 22, 2026
Smithfield Trust Co History No change 40,855 2,119 0.08% 0.08% 265 0 0.0% Q2 2026 Aug 05, 2026
Algorithmic Investment Models, LLC History No change 40,867 2,118 2.45% 2.45% 266 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History Reduced 40,793 2,115 0.06% 0.06% 267 -1,873 -4.39% Q3 2026 Oct 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 40,551 2,102 0.03% 0.03% 268 0 0.0% Q2 2026 Aug 14, 2026
Barry Investment Advisors, LLC History Added to 40,509 2,101 0.4% 0.44% 269 +133 0.33% Q3 2026 Oct 14, 2026
RFG Advisory, LLC History Added to 40,275 2,089 0.03% 0.03% 270 +1,520 3.92% Q3 2026 Nov 03, 2026
Gladstone Institutional Advisory LLC History No change 39,997 2,073 0.07% 0.07% 271 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 39,845 2,066 0.07% 0.07% 272 0 0.0% Q2 2026 Jul 31, 2026
Riggs Asset Managment Co. Inc. History No change 39,691 2,057 0.37% 0.37% 273 0 0.0% Q2 2026 Jul 29, 2026
Stillwater Wealth Management Group History Added to 39,590 2,053 1.1% 0.96% 274 +6,250 18.75% Q3 2026 Oct 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 39,556 2,050 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 10, 2026
HCR Wealth Advisors History Added to 39,308 2,038 0.16% 0.18% 276 +13 0.03% Q3 2026 Oct 15, 2026
Dakota Wealth Management History No change 38,980 2,021 0.04% 0.04% 277 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 38,860 2,014 0.19% 0.19% 278 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 38,579 2,006 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 10, 2026
Covenant Asset Management, LLC History Reduced 37,741 1,957 0.26% 0.35% 280 -2,538 -6.3% Q3 2026 Oct 14, 2026
PRIVATE TRUST CO NA History Added to 37,556 1,948 0.15% 0.15% 281 +738 2.0% Q3 2026 Oct 20, 2026
Argos Wealth Advisors, LLC History Added to 37,469 1,943 0.52% 0.47% 282 +2,938 8.51% Q3 2026 Nov 02, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 37,050 1,921 1.36% 1.35% 283 +1,515 4.26% Q3 2026 Oct 07, 2026
GROUP ONE TRADING LLC History No change 35,892 1,861 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 35,745 1,853 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History No change 35,699 1,850 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 35,318 1,831 0.09% 0.09% 287 0 0.0% Q2 2026 Jul 23, 2026
Tandem Financial, LLC History No change 35,267 1,828 0.55% 0.55% 288 0 0.0% Q2 2026 Aug 13, 2026
Palouse Capital Management, Inc. History No change 35,175 1,823 1.14% 1.14% 289 0 0.0% Q2 2026 Jul 08, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 33,251 1,812 0.59% 0.59% 290 0 0.0% Q2 2026 Aug 13, 2026
71 West Capital Partners History No change 34,928 1,811 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 04, 2026
IEQ CAPITAL, LLC History No change 34,655 1,796 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 11, 2026
Aviance Capital Partners, LLC History Reduced 34,197 1,773 0.18% 0.19% 294 -773 -2.21% Q3 2026 Oct 28, 2026
Virtu Financial LLC History No change 34,200 1,773 0.06% 0.06% 293 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 34,247 1,771 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 33,552 1,764 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 33,997 1,762 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
EVEXIA WEALTH LLC History No change 31,814 1,754 0.47% 0.47% 298 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History Added to 33,560 1,740 0.01% 0.01% 299 +24,485 269.81% Q3 2026 Oct 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 33,448 1,734 0.02% 0.02% 300 -4,145 -11.03% Q3 2026 Oct 30, 2026
MBA Advisors LLC History Added to 33,374 1,731 0.57% 0.53% 301 +2,718 8.87% Q3 2026 Oct 29, 2026
AXS Investments LLC History No change 33,203 1,721 0.49% 0.49% 302 0 0.0% Q2 2026 Aug 10, 2026
Greenspring Advisors, LLC History No change 32,763 1,698 0.09% 0.09% 303 0 0.0% Q2 2026 Aug 11, 2026
Collar Capital Management, LLC History Reduced 32,553 1,688 1.01% 1.01% 304 -650 -1.96% Q3 2026 Oct 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 32,485 1,684 0.07% 0.03% 305 -2,038 -5.9% Q3 2026 Oct 21, 2026
PFG Investments, LLC History No change 32,369 1,678 0.06% 0.06% 306 0 0.0% Q2 2026 Jul 23, 2026
CWA Asset Management Group, LLC History Added to 32,123 1,666 0.05% 0.05% 307 +3,578 12.53% Q3 2026 Oct 19, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 32,104 1,665 0.08% 0.09% 308 -406 -1.25% Q3 2026 Oct 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 32,047 1,661 0.1% 0.1% 309 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 31,830 1,650 0.11% 0.11% 310 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History Added to 31,439 1,631 0.17% 0.16% 311 +1,162 3.84% Q3 2026 Oct 27, 2026
RiverTree Advisors, LLC History Reduced 31,079 1,612 0.96% 1.01% 312 -1,941 -5.88% Q3 2026 Oct 13, 2026
BTG Pactual Asset Management US LLC History No change 30,599 1,586 0.1% 0.1% 313 0 0.0% Q2 2026 Aug 14, 2026
LMCG INVESTMENTS, LLC History Reduced 30,526 1,583 0.09% 0.11% 314 -7,667 -20.07% Q3 2026 Oct 21, 2026
SAX WEALTH ADVISORS, LLC History Added to 30,347 1,574 0.04% 0.05% 315 +6,287 26.13% Q3 2026 Oct 13, 2026
Hilltop Holdings Inc. History No change 30,299 1,570 0.12% 0.12% 316 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 30,178 1,564 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
Intesa Sanpaolo Wealth Management History Added to 30,148 1,563 0.26% 0.27% 318 +3,736 14.15% Q3 2026 Oct 28, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 30,078 1,560 0.3% 0.04% 319 +25,820 606.39% Q3 2026 Oct 16, 2026
Vigilare Wealth Management History Added to 29,975 1,554 0.48% 0.21% 320 +16,854 128.45% Q3 2026 Oct 29, 2026
Wakefield Asset Management LLLP History No change 29,952 1,553 0.35% 0.35% 321 0 0.0% Q2 2026 Aug 11, 2026
BOS Asset Management, LLC History Added to 29,850 1,548 0.36% 0.31% 322 +3,725 14.26% Q3 2026 Oct 09, 2026
Pointe Capital Management LLC History No change 29,831 1,546 0.69% 0.69% 323 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History Reduced 29,478 1,529 0.05% 0.05% 324 -354 -1.19% Q3 2026 Oct 23, 2026
BENJAMIN EDWARDS INC History No change 29,453 1,527 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History No change 29,227 1,515 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History Reduced 29,195 1,514 0.04% 0.04% 327 -866 -2.88% Q3 2026 Oct 22, 2026
Robertson Stephens Wealth Management, LLC History New 28,948 1,501 0.04% — 329 +28,948 New Q3 2026 Oct 16, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 28,954 1,501 0.1% 0.14% 328 -11,961 -29.23% Q3 2026 Oct 08, 2026
Arkos Global Advisors History No change 28,910 1,499 0.18% 0.18% 330 0 0.0% Q2 2026 Aug 14, 2026
Total Wealth Planning & Management, Inc. History Added to 28,796 1,493 1.11% 0.94% 331 +2,013 7.52% Q3 2026 Oct 23, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 28,746 1,491 0.73% 0.88% 332 -5,927 -17.09% Q3 2026 Oct 29, 2026
BANK OF MONTREAL /CAN/ History No change 28,287 1,466 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
OAK FAMILY ADVISORS, LLC History Added to 28,198 1,462 0.38% 0.35% 334 +1,525 5.72% Q3 2026 Oct 19, 2026
ALBION FINANCIAL GROUP /UT History Added to 28,068 1,455 0.08% 0.08% 335 +175 0.63% Q3 2026 Oct 21, 2026
HERBST GROUP, LLC History Reduced 27,825 1,443 0.82% 2.17% 336 -48,794 -63.68% Q3 2026 Oct 20, 2026
Cornerstone Wealth Management, LLC History No change 27,286 1,414 0.06% 0.06% 337 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History Added to 27,221 1,411 0.04% 0.04% 338 +833 3.16% Q3 2026 Oct 14, 2026
STRATEGY ASSET MANAGERS LLC History Added to 27,137 1,407 0.22% 0.21% 339 +528 1.98% Q3 2026 Oct 14, 2026
Formidable Asset Management, LLC History Added to 26,910 1,395 0.21% 0.22% 340 +385 1.45% Q3 2026 Nov 03, 2026
GoalVest Advisory LLC History Added to 26,805 1,390 0.24% 0.25% 341 +404 1.53% Q3 2026 Oct 02, 2026
OneAscent Family Office, LLC History No change 26,782 1,388 0.7% 0.7% 342 0 0.0% Q2 2026 Aug 11, 2026
Valtrion Capital Management, LLC History No change 26,482 1,373 1.02% 1.02% 343 0 0.0% Q2 2026 Aug 14, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 26,457 1,372 1.3% 1.16% 344 +4,453 20.24% Q3 2026 Oct 07, 2026
Lynx Investment Advisory History Reduced 26,149 1,356 0.45% 0.48% 345 -2,408 -8.43% Q3 2026 Oct 27, 2026
CIBC WORLD MARKET INC. History No change 26,027 1,349 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 26,018 1,349 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History Added to 25,533 1,324 0.09% 0.09% 348 +1,267 5.22% Q3 2026 Oct 26, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 25,507 1,322 0.19% 0.19% 349 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIENT ADVISORS LLC History No change 25,390 1,316 0.19% 0.19% 350 0 0.0% Q2 2026 Aug 07, 2026
Exit Wealth Advisors, LLC. History No change 25,395 1,316 0.6% 0.6% 351 0 0.0% Q2 2026 Aug 11, 2026
First PREMIER Bank History Added to 25,080 1,301 0.21% 0.21% 352 +4 0.02% Q3 2026 Oct 13, 2026
Bullseye Investment Management, LLC History Added to 24,991 1,296 0.64% 0.62% 353 +679 2.79% Q3 2026 Oct 29, 2026
Beirne Wealth Consulting Services, LLC History Added to 24,696 1,280 0.25% 0.25% 354 +127 0.52% Q3 2026 Oct 19, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 24,681 1,280 0.66% 0.68% 355 -67 -0.27% Q3 2026 Oct 06, 2026
Invst, LLC History No change 24,254 1,257 0.12% 0.12% 356 0 0.0% Q2 2026 Aug 14, 2026
Guilbault Capital LLC History New 24,056 1,247 1.22% — 357 +24,056 New Q3 2026 Oct 28, 2026
Waverly Advisors, LLC History No change 24,046 1,246 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 23,300 1,208 0.12% 0.11% 359 0 0.0% Q3 2026 Oct 19, 2026
Fortress Financial Solutions, LLC History New 23,207 1,203 1.02% — 361 +23,207 New Q3 2026 Oct 14, 2026
TCFG Investment Advisors, LLC History Added to 23,193 1,203 0.41% 0.37% 360 +2,020 9.54% Q3 2026 Oct 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 22,878 1,195 0.07% 0.07% 362 -181 -0.78% Q3 2026 Nov 02, 2026
Snowden Capital Advisors LLC History No change 22,881 1,186 0.03% 0.03% 363 0 0.0% Q2 2026 Aug 13, 2026
Granite Group Advisors, LLC History No change 22,593 1,171 0.74% 0.69% 364 0 0.0% Q3 2026 Oct 14, 2026
Raab & Moskowitz Asset Management LLC History Added to 22,534 1,168 0.23% 0.23% 365 +537 2.44% Q3 2026 Nov 02, 2026
Baird Financial Group, Inc. History No change 22,491 1,166 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 22,222 1,152 0.04% 0.05% 367 -1,760 -7.34% Q3 2026 Oct 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 21,983 1,140 0.13% 0.12% 368 +1,422 6.92% Q3 2026 Oct 13, 2026
Fullerton Advisors, LLC History Added to 21,856 1,133 1.06% 1.05% 369 +285 1.32% Q3 2026 Oct 14, 2026
WealthTrust Axiom LLC History No change 21,654 1,122 0.25% 0.25% 370 0 0.0% Q2 2026 Aug 11, 2026
Westside Investment Management, Inc. History Reduced 21,430 1,111 0.14% 0.15% 371 -118 -0.55% Q3 2026 Nov 02, 2026
FWG Holdings, LLC History No change 20,108 1,105 0.38% 0.38% 372 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History Added to 21,264 1,102 0.35% 0.35% 373 +56 0.26% Q3 2026 Oct 21, 2026
Quantum Portfolio Management LLC History No change 21,109 1,094 0.39% 0.39% 374 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 20,957 1,086 0.07% 0.07% 375 0 0.0% Q2 2026 Aug 12, 2026
DEARBORN PARTNERS LLC History No change 20,623 1,085 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 13, 2026
Rudd Co d/b/a Styre Wealth History New 20,761 1,083 1.06% — 377 +20,761 New Q3 2026 Oct 29, 2026
Activest Wealth Management History Added to 20,386 1,057 0.2% 0.2% 378 +2 0.01% Q3 2026 Oct 15, 2026
FIRST MERCHANTS CORP History Added to 20,330 1,054 0.03% 0.04% 379 +398 2.0% Q3 2026 Oct 15, 2026
Genesis Financial Group, LLC History No change 20,282 1,051 0.68% 0.68% 380 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 20,171 1,045 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 07, 2026
Aurora Private Wealth, Inc. History Reduced 20,111 1,043 0.66% 0.72% 382 -1,628 -7.49% Q3 2026 Oct 20, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 20,006 1,037 0.13% 0.14% 384 +30 0.15% Q3 2026 Oct 19, 2026
J. Safra Sarasin Holding AG History No change 20,000 1,037 0.01% 0.01% 383 0 0.0% Q3 2026 Oct 26, 2026
Indie Asset Partners, LLC History No change 19,950 1,034 0.99% 0.99% 385 0 0.0% Q2 2026 Aug 07, 2026
Auour Investments LLC History No change 19,818 1,027 0.29% 0.29% 386 0 0.0% Q3 2026 Oct 28, 2026
BBR PARTNERS, LLC History No change 19,739 1,023 0.05% 0.05% 387 0 0.0% Q2 2026 Aug 11, 2026
NOVEM GROUP History Added to 19,715 1,022 0.1% 0.1% 388 +34 0.17% Q3 2026 Oct 19, 2026
Keebeck Wealth Management History No change 19,687 1,020 0.1% 0.1% 389 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 19,617 1,017 0.05% 0.05% 390 +192 0.99% Q3 2026 Oct 14, 2026
CENTAURUS FINANCIAL, INC. History No change 19,362 1,004 0.04% 0.04% 391 0 0.0% Q2 2026 Aug 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 19,311 1,001 0.46% 0.46% 392 0 0.0% Q2 2026 Aug 13, 2026
Perissos Private Wealth Management, LLC History No change 19,114 991 0.67% 0.67% 393 0 0.0% Q2 2026 Aug 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 18,794 974 0.46% 0.53% 394 -3,132 -14.28% Q3 2026 Oct 20, 2026
Disciplined Investors, L.L.C. History No change 18,613 965 0.48% 0.48% 395 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 18,503 959 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 18,484 958 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 12, 2026
one8zero8, LLC History No change 18,400 954 0.19% 0.19% 398 0 0.0% Q2 2026 Aug 10, 2026
Titiun Yejiel History No change 67,570 954 0.83% 0.83% 399 0 0.0% Q2 2026 Aug 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 18,379 952 0.15% 0.15% 400 0 0.0% Q2 2026 Aug 06, 2026
Schuylkill Financial LLC History Added to 18,281 948 0.93% 0.86% 401 +403 2.25% Q3 2026 Oct 21, 2026
Mattern Wealth Management LLC History No change 18,250 946 0.16% 0.16% 402 0 0.0% Q2 2026 Jul 23, 2026
Everest Financial Group LLC History No change 18,128 939 0.13% 0.13% 403 0 0.0% Q2 2026 Aug 10, 2026
NVWM, LLC History Added to 17,861 926 0.17% 0.19% 404 +58 0.33% Q3 2026 Oct 14, 2026
Onyx Bridge Wealth Group LLC History Added to 17,684 917 0.08% 0.08% 405 +296 1.7% Q3 2026 Oct 16, 2026
TMB Capital Partners, LLC History Added to 17,679 917 0.28% 0.28% 406 +72 0.41% Q3 2026 Oct 20, 2026
Argent Advisors, Inc. History No change 17,652 915 0.23% 0.23% 407 0 0.0% Q2 2026 Aug 05, 2026
A. D. Beadell Investment Counsel, Inc. History Added to 17,555 910 0.6% 0.55% 408 +1,025 6.2% Q3 2026 Oct 14, 2026
Cypress Wealth Services, LLC History Reduced 17,077 894 0.11% 0.11% 409 -503 -2.86% Q3 2026 Oct 21, 2026
Wealthspire Retirement, LLC History No change 16,933 877 0.05% 0.05% 410 0 0.0% Q2 2026 Aug 12, 2026
ASHTON THOMAS SECURITIES, LLC History New 16,676 864 0.09% — 411 +16,676 New Q3 2026 Oct 26, 2026
Douglass Winthrop Advisors, LLC History No change 16,500 855 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 16,424 851 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
Ulland Investment Advisors, LLC History Reduced 16,280 844 0.59% 0.63% 414 -200 -1.21% Q3 2026 Oct 13, 2026
McGowan Group Asset Management, Inc. History No change 16,269 843 0.1% 0.1% 415 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 16,182 839 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
WMG Financial Advisors, LLC History No change 16,167 838 0.32% 0.32% 417 0 0.0% Q3 2026 Oct 28, 2026
Atria Investments, Inc History Added to 16,149 837 0.01% 0.01% 418 +1,449 9.86% Q3 2026 Oct 15, 2026
MAI Capital Management History No change 16,038 831 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 16,027 831 0.09% 0.09% 420 0 0.0% Q2 2026 Jul 23, 2026
Novak & Powell Financial Services, Inc. History No change 15,973 828 0.39% 0.39% 421 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 15,911 824 0.1% 0.1% 422 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 15,668 812 0.02% 0.02% 424 +2,979 23.48% Q3 2026 Oct 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 15,656 812 0.02% 0.02% 423 -2,903 -15.64% Q3 2026 Oct 05, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 15,136 809 0.32% 0.32% 425 0 0.0% Q3 2026 Oct 14, 2026
Wealthcare Advisory Partners LLC History Reduced 15,552 806 0.01% 0.02% 426 -1,266 -7.53% Q3 2026 Oct 21, 2026
HFG Wealth Management, LLC History No change 15,478 802 0.81% 0.81% 427 0 0.0% Q3 2026 Oct 16, 2026
CPA Asset Management Group, LLC History No change 15,424 800 0.22% 0.23% 428 0 0.0% Q3 2026 Oct 26, 2026
Collaborative Capital Advisors LLC History No change 15,406 798 0.5% 0.5% 429 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 15,210 788 0.19% 0.18% 431 +868 6.05% Q3 2026 Oct 20, 2026
Ausdal Financial Partners, Inc. History No change 15,203 788 0.03% 0.03% 430 0 0.0% Q2 2026 Aug 14, 2026
L & S Advisors Inc History No change 15,173 786 0.08% 0.08% 432 0 0.0% Q2 2026 Aug 12, 2026
Fortis Advisors, LLC History No change 15,161 786 0.37% 0.37% 433 0 0.0% Q2 2026 Aug 13, 2026
Sound Financial Strategies Group, LLC History Reduced 15,071 781 0.53% 0.53% 434 -1,035 -6.43% Q3 2026 Oct 30, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 15,056 780 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 10, 2026
Cordoba Advisory Partners LLC History Added to 15,003 778 0.1% 0.16% 436 +261 1.77% Q3 2026 Oct 19, 2026
OneDigital Investment Advisors LLC History No change 14,991 777 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 06, 2026
HEFFERNAN ADVISORY, INC History Reduced 14,859 770 0.52% 0.65% 438 -69 -0.46% Q3 2026 Oct 13, 2026
FRANKLIN RESOURCES INC History No change 14,738 764 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 14,801 764 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 14,658 759 0.25% 0.25% 441 0 0.0% Q2 2026 Aug 12, 2026
Trilogy Capital Inc. History No change 14,532 753 0.03% 0.03% 442 0 0.0% Q3 2026 Oct 20, 2026
Focus Partners Advisor Solutions, LLC History No change 14,540 753 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 06, 2026
Hurley Capital, LLC History No change 14,519 752 0.39% 0.39% 444 0 0.0% Q2 2026 Aug 10, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 14,361 744 0.21% 0.22% 445 +1 0.01% Q3 2026 Oct 19, 2026
Hamilton Wealth, LLC History No change 14,183 735 0.13% 0.13% 446 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 14,142 733 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
Meadowbrook Wealth Management, LLC History Added to 13,833 717 0.75% 0.72% 448 +950 7.37% Q3 2026 Oct 08, 2026
Fort Sheridan Advisors LLC History No change 13,819 716 0.08% 0.08% 449 0 0.0% Q2 2026 Aug 05, 2026
FF Advisors,LLC History Reduced 13,754 713 0.26% 0.27% 450 -34 -0.25% Q3 2026 Oct 21, 2026
Pinion Investment Advisors, LLC History No change 13,744 712 0.14% 0.14% 451 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History Added to 13,693 710 0.01% 0.01% 452 +28 0.2% Q3 2026 Oct 20, 2026
CreativeOne Wealth, LLC History No change 13,686 709 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 13,158 707 0.05% 0.05% 454 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Group, LLC History No change 13,450 697 0.05% 0.05% 455 0 0.0% Q2 2026 Aug 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 13,310 690 0.25% 0.24% 456 +602 4.74% Q3 2026 Oct 28, 2026
Endowment Wealth Management, Inc. History Added to 13,129 681 0.23% 0.26% 457 +320 2.5% Q3 2026 Nov 03, 2026
Rockport Wealth LLC History Reduced 13,085 678 0.12% 0.12% 460 -658 -4.79% Q3 2026 Nov 03, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Added to 13,083 678 0.19% 0.18% 459 +203 1.58% Q3 2026 Oct 09, 2026
Miller Investment Management, LP History No change 13,079 678 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 13, 2026
Thompson David Blair History No change 13,017 674 0.34% 0.34% 461 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 12,975 673 0.17% 0.16% 462 +370 2.94% Q3 2026 Nov 02, 2026
Operose Advisors LLC History No change 12,980 673 0.13% 0.13% 463 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT PARTNERS, LTD. History Added to 12,774 662 0.1% 0.11% 464 +6,272 96.46% Q3 2026 Oct 28, 2026
Ballast Rock Private Wealth LLC History No change 12,759 661 0.31% 0.31% 465 0 0.0% Q3 2026 Oct 26, 2026
Hofer & Associates. Inc History New 12,706 659 0.46% — 467 +12,706 New Q3 2026 Oct 13, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 12,706 659 0.46% 0.48% 466 +212 1.7% Q3 2026 Oct 13, 2026
Maridea Wealth Management LLC History No change 12,575 652 0.07% 0.07% 468 0 0.0% Q2 2026 Aug 06, 2026
Sunbeam Capital Management, LLC History No change 12,261 635 0.29% 0.29% 469 0 0.0% Q2 2026 Jul 14, 2026
Oregon Pacific Wealth Management, LLC History Added to 12,242 634 0.59% 0.4% 470 +4,080 49.99% Q3 2026 Oct 20, 2026
Advocacy Wealth Management, LLC History No change 12,180 631 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 29, 2026
Provenance Wealth Advisors, LLC History Added to 12,128 629 0.04% 0.06% 472 +248 2.09% Q3 2026 Oct 30, 2026
DDFG, Inc History Added to 12,118 628 0.12% 0.12% 473 +234 1.97% Q3 2026 Oct 15, 2026
Envestnet Portfolio Solutions, Inc. History No change 12,131 628 0.0% 0.0% 474 0 0.0% Q2 2026 Sep 23, 2026
Texas Bank & Trust Co History No change 12,064 625 0.2% 0.2% 475 0 0.0% Q2 2026 Jul 31, 2026
REGIONS FINANCIAL CORP History No change 12,000 622 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 11,865 615 0.06% 0.05% 477 +1,839 18.34% Q3 2026 Oct 27, 2026
VestGen Investment Management History No change 11,857 614 0.33% 0.33% 478 0 0.0% Q2 2026 Jul 31, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 11,837 613 0.15% 0.14% 479 -125 -1.04% Q3 2026 Oct 28, 2026
J2 Capital Management Inc History Reduced 11,629 603 0.38% 0.41% 480 -100 -0.85% Q3 2026 Oct 19, 2026
Patriot Financial Group Insurance Agency, LLC History No change 11,150 578 0.06% 0.06% 481 0 0.0% Q3 2026 Oct 14, 2026
Retirement Planning Group, LLC History Added to 23,628 572 0.01% 0.02% 482 +10,919 85.92% Q3 2026 Oct 19, 2026
ZACKS INVESTMENT MANAGEMENT History No change 10,941 567 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
Edge Wealth Management LLC History Reduced 10,894 565 0.08% 0.1% 484 -5 -0.05% Q3 2026 Oct 13, 2026
Hollow Brook Wealth Management LLC History Reduced 10,881 564 0.1% 0.17% 485 -5,761 -34.62% Q3 2026 Oct 29, 2026
WEALTH EFFECTS LLC History Added to 10,858 563 0.15% 0.15% 487 +164 1.53% Q3 2026 Oct 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 10,863 563 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 10,847 562 0.02% 0.02% 488 0 0.0% Q3 2026 Nov 02, 2026
Register Financial Advisors LLC History Added to 10,788 559 0.17% 0.16% 489 +532 5.19% Q3 2026 Oct 23, 2026
Lionhunter Capital Management, LLC History No change 10,800 559 0.25% 0.25% 490 0 0.0% Q2 2026 Aug 13, 2026
Aspen Wealth Management LLC History No change 10,729 556 0.09% 0.09% 491 0 0.0% Q3 2026 Oct 14, 2026
Kercheville Advisors, LLC History Added to 10,675 553 0.15% 0.13% 492 +2,525 30.98% Q3 2026 Oct 19, 2026
Advyzon Investment Management, LLC History No change 10,666 553 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History New 10,651 552 0.06% — 494 +10,651 New Q3 2026 Oct 28, 2026
Strategic Wealth Partners, Ltd. History No change 10,608 550 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 12, 2026
Castleview Partners, LLC History Added to 10,603 549 0.24% 0.23% 497 +674 6.79% Q3 2026 Oct 09, 2026
Parallel Advisors, LLC History Added to 10,588 549 0.01% 0.01% 496 +58 0.55% Q3 2026 Nov 03, 2026
Arete Wealth Advisors, LLC History No change 10,562 547 0.04% 0.04% 498 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,000 540 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 23, 2026
Segment Wealth Management, LLC History No change 10,375 538 0.03% 0.03% 500 0 0.0% Q3 2026 Oct 26, 2026
Laird Norton Wetherby Trust Company, LLC History No change 10,321 535 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,269 532 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 07, 2026
Abel Hall, LLC History No change 10,200 529 0.1% 0.09% 503 0 0.0% Q3 2026 Oct 19, 2026
PATTEN & PATTEN INC/TN History Reduced 10,194 528 0.03% 0.03% 504 -250 -2.39% Q3 2026 Oct 26, 2026
Bramshill Investments, LLC History No change 10,193 528 0.04% 0.04% 505 0 0.0% Q2 2026 Aug 14, 2026
Ballew Advisors, Inc History No change 10,032 528 0.26% 0.27% 506 0 0.0% Q3 2026 Oct 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,128 525 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 10,141 525 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 12, 2026
M&T BANK CORP History No change 10,080 522 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 04, 2026
NorthStar Asset Management LLC /NJ/ History No change 10,078 522 0.21% 0.21% 510 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Management, LLC History No change 10,063 521 0.02% 0.02% 511 0 0.0% Q2 2026 Aug 05, 2026
SAXON INTERESTS, INC. History Reduced 9,962 516 0.18% 0.15% 512 -402 -3.88% Q3 2026 Oct 26, 2026
Beaumont Financial Advisors, LLC History Reduced 9,862 511 0.03% 0.03% 513 -733 -6.92% Q3 2026 Oct 22, 2026
Walker Asset Management, LLC History Reduced 9,808 508 0.26% 0.28% 515 -864 -8.1% Q3 2026 Oct 13, 2026
Anchor Investment Management, LLC History No change 9,800 508 0.04% 0.04% 514 0 0.0% Q2 2026 Sep 15, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 9,785 507 0.4% 0.4% 516 0 0.0% Q2 2026 Aug 14, 2026
Advisory Advocates, LLC History No change 9,793 507 0.43% 0.43% 517 0 0.0% Q2 2026 Aug 10, 2026
WESTBOURNE INVESTMENTS, INC. History No change 9,753 505 0.21% 0.21% 518 0 0.0% Q2 2026 Aug 11, 2026
Total Clarity Wealth Management, Inc. History Added to 9,490 492 0.1% 0.1% 520 +17 0.18% Q3 2026 Oct 26, 2026
Arlington Financial Advisors, LLC History No change 9,500 492 0.06% 0.06% 519 0 0.0% Q3 2026 Oct 19, 2026
Glenview Trust Co History New 9,416 488 0.01% — 521 +9,416 New Q3 2026 Oct 28, 2026
Capital Investment Advisory Services, LLC History Added to 9,297 482 0.03% 0.03% 522 +762 8.93% Q3 2026 Oct 30, 2026
Gateway Wealth Partners, LLC History No change 9,304 482 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 04, 2026
URS Advisory LLC History No change 9,303 482 0.27% 0.27% 524 0 0.0% Q2 2026 Jul 27, 2026
Latitude Advisors, LLC History Added to 9,239 479 0.15% 0.18% 525 +548 6.31% Q3 2026 Oct 27, 2026
Kastel Capital Advisors, LLC History No change 9,104 479 0.3% 0.3% 526 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History New 8,941 477 0.02% — 527 +8,941 New Q3 2026 Nov 03, 2026
Investment Planning Advisors, Inc. History Reduced 9,176 475 0.11% 0.11% 528 -169 -1.81% Q3 2026 Oct 14, 2026
Opal Wealth Advisors, LLC History Reduced 9,151 474 0.1% 0.1% 529 -13 -0.14% Q3 2026 Oct 16, 2026
MCDONALD PARTNERS LLC History No change 9,000 466 0.11% 0.11% 530 0 0.0% Q3 2026 Nov 03, 2026
SAPIENT CAPITAL LLC History No change 8,949 464 0.01% 0.01% 531 0 0.0% Q3 2026 Oct 08, 2026
Savvy Advisors, Inc. History No change 8,954 464 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 03, 2026
Aspen Grove Capital, LLC History No change 8,930 463 0.07% 0.07% 533 0 0.0% Q2 2026 Aug 14, 2026
STAR Financial Bank History No change 8,804 456 0.19% 0.19% 534 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 8,749 453 0.04% 0.04% 535 0 0.0% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History No change 8,726 452 0.2% 0.2% 536 0 0.0% Q2 2026 Aug 05, 2026
Windsor Advisory Group, LLC History No change 8,650 448 0.33% 0.33% 537 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 8,591 445 0.06% 0.06% 538 +55 0.64% Q3 2026 Oct 30, 2026
DOVER ADVISORS, LLC History No change 9,368 440 0.18% 0.18% 539 0 0.0% Q2 2026 Aug 07, 2026
Ergawealth Advisors, Inc. History Reduced 8,480 439 0.17% 0.17% 540 -99 -1.15% Q3 2026 Oct 21, 2026
Merit Financial Group, LLC History No change 8,420 436 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 20, 2026
Prepared Retirement Institute LLC History No change 8,413 436 0.19% 0.19% 542 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History Reduced 8,369 434 0.0% 0.01% 543 -3,849 -31.5% Q3 2026 Oct 22, 2026
Pure Financial Advisors, LLC History No change 8,340 432 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 14, 2026
Summit Investment Advisory Services, LLC History Added to 8,291 430 0.11% 0.11% 545 +97 1.18% Q3 2026 Nov 02, 2026
RFP Financial Group LLC History No change 8,289 429 0.19% 0.19% 546 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 8,216 426 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 10, 2026
Index Technologies Group LLC History No change 8,211 425 0.34% 0.34% 548 0 0.0% Q2 2026 Aug 14, 2026
TME FINANCIAL, INC. History Added to 8,141 422 0.26% 0.24% 551 +521 6.84% Q3 2026 Oct 14, 2026
WESBANCO BANK INC History No change 8,148 422 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 8,141 422 0.05% 0.05% 550 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 8,104 420 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 29, 2026
Mayfair Advisory Group, LLC History Added to 8,079 419 0.12% 0.1% 553 +2,000 32.9% Q3 2026 Oct 19, 2026
Crusonia Wealth Advisors LLC History Added to 8,009 415 0.06% 0.05% 555 +1,902 31.14% Q3 2026 Oct 26, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 8,020 415 0.05% 0.04% 554 +1,000 14.25% Q3 2026 Oct 26, 2026
First Western Trust Bank History No change 8,000 414 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History No change 8,000 414 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 27, 2026
Pingora Partners LLC History No change 7,918 410 0.24% 0.24% 558 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 7,892 409 0.07% 0.08% 559 0 0.0% Q3 2026 Oct 16, 2026
BFI Infinity Ltd. History New 7,795 404 0.19% — 560 +7,795 New Q3 2026 Oct 15, 2026
Integrity Advisory Solutions, LLC History Added to 7,692 398 0.04% 0.04% 561 +755 10.88% Q3 2026 Oct 29, 2026
Ignite Planners, LLC History Added to 7,481 393 0.05% 0.03% 562 +2,826 60.71% Q3 2026 Oct 14, 2026
CAPITAL ADVISORS INC/OK History No change 7,563 392 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 22, 2026
GENTRY PRIVATE WEALTH, LLC History No change 7,568 392 0.2% 0.2% 564 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 7,522 390 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,500 388 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
J. L. Bainbridge & Co., Inc. History Reduced 7,439 385 0.03% 0.03% 567 -129 -1.7% Q3 2026 Oct 20, 2026
Federation des caisses Desjardins du Quebec History No change 7,471 385 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 13, 2026
Alpha Omega Wealth Management LLC History Added to 7,349 381 0.06% 0.06% 569 +163 2.27% Q3 2026 Oct 23, 2026
Mach-1 Financial Group, LLC History No change 7,310 379 0.15% 0.15% 570 0 0.0% Q2 2026 Jul 29, 2026
49 WEALTH MANAGEMENT, LLC History No change 7,310 379 0.07% 0.07% 571 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 7,310 379 0.07% 0.07% 572 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History Added to 7,302 378 0.02% 0.02% 573 +23 0.32% Q3 2026 Oct 19, 2026
Ascentis Wealth Management, LLC History No change 7,243 375 0.06% 0.06% 574 0 0.0% Q3 2026 Nov 03, 2026
Visionary Wealth Advisors History No change 7,180 372 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History Added to 7,100 371 0.01% 0.01% 576 +1,268 21.74% Q3 2026 Oct 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 7,155 370 0.06% 0.06% 577 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 7,100 368 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 10, 2026
RDA Financial Network History No change 7,107 368 0.08% 0.08% 579 0 0.0% Q3 2026 Oct 15, 2026
HUNTINGTON NATIONAL BANK History No change 7,080 367 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 7,090 367 0.07% 0.07% 581 0 0.0% Q2 2026 Jul 17, 2026
Gutierrez Wealth Advisory, LLC History No change 7,070 366 0.19% 0.21% 582 0 0.0% Q3 2026 Nov 02, 2026
Shulman DeMeo Asset Management LLC History Reduced 6,854 363 0.07% 0.07% 583 -866 -11.22% Q3 2026 Oct 09, 2026
Clear Trail Advisors, LLC History Reduced 6,943 360 0.05% 0.06% 584 -52 -0.74% Q3 2026 Oct 20, 2026
STABLEFORD CAPITAL II LLC History No change 6,829 354 0.12% 0.12% 585 0 0.0% Q3 2026 Oct 08, 2026
Burnham & Co LLC History No change 6,844 354 0.29% 0.29% 586 0 0.0% Q2 2026 Aug 11, 2026
FIRST FOUNDATION ADVISORS History No change 6,800 352 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 6,792 352 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 6,736 349 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 22, 2026
Independent Wealth Network Inc. History Added to 6,718 348 0.09% 0.08% 590 +343 5.38% Q3 2026 Oct 19, 2026
BOKF, NA History Reduced 6,580 341 0.01% 0.01% 591 -5,915 -47.34% Q3 2026 Oct 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,573 340 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 28, 2026
LongView Wealth Management History Added to 6,487 336 0.08% 0.09% 593 +52 0.81% Q3 2026 Oct 19, 2026
Sequoia Financial Advisors, LLC History No change 6,432 333 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 17, 2026
QUANTUM FINANCIAL PARTNERS LLC History Added to 6,415 332 0.17% 0.15% 595 +827 14.8% Q3 2026 Oct 19, 2026
FIRST TRUST ADVISORS LP History No change 6,329 328 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 11, 2026
K.J. Harrison & Partners Inc History No change 6,314 327 0.05% 0.05% 597 0 0.0% Q2 2026 Aug 07, 2026
PMG Family Office LLC History No change 6,197 321 0.3% 0.3% 598 0 0.0% Q3 2026 Oct 19, 2026
MPS Loria Financial Planners, LLC History Added to 6,152 319 0.06% 0.07% 599 +125 2.07% Q3 2026 Oct 14, 2026
SOA Wealth Advisors, LLC. History No change 319,249 319 0.05% 0.05% 600 0 0.0% Q2 2026 Jul 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,098 316 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 21, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 6,061 314 0.02% 0.02% 602 0 0.0% Q2 2026 Aug 12, 2026
FFT WEALTH MANAGEMENT LLC History No change 6,065 314 0.05% 0.05% 603 0 0.0% Q2 2026 Jul 27, 2026
IHT Wealth Management, LLC History No change 6,030 312 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,000 311 0.04% 0.04% 605 0 0.0% Q3 2026 Oct 19, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 5,986 310 0.13% 0.13% 606 +45 0.76% Q3 2026 Oct 23, 2026
CULLEN/FROST BANKERS, INC. History Reduced 5,970 309 0.0% 0.0% 607 -788 -11.66% Q3 2026 Oct 28, 2026
SIGNATUREFD, LLC History Added to 5,947 308 0.0% 0.0% 608 +10 0.17% Q3 2026 Oct 23, 2026
Gibraltar Capital Management, Inc. History New 5,915 306 0.05% — 609 +5,915 New Q3 2026 Oct 27, 2026
Rossby Financial, LCC History No change 5,892 305 0.06% 0.06% 610 0 0.0% Q2 2026 Aug 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,880 304 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 09, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 5,830 302 0.09% 0.09% 612 0 0.0% Q3 2026 Oct 20, 2026
L.K. Benson & Company, P.C. History No change 5,818 301 0.09% 0.09% 613 0 0.0% Q3 2026 Oct 23, 2026
Krilogy Financial LLC History Added to 5,699 300 0.01% 0.01% 614 +7 0.12% Q3 2026 Oct 13, 2026
Premier Path Wealth Partners, LLC History Added to 5,752 298 0.03% 0.03% 615 +93 1.64% Q3 2026 Oct 16, 2026
Obermeyer Wealth Partners History No change 5,726 297 0.01% 0.01% 616 0 0.0% Q3 2026 Oct 21, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 5,704 295 0.02% 0.02% 617 -1,719 -23.16% Q3 2026 Oct 09, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 5,597 290 0.1% 0.09% 618 +506 9.94% Q3 2026 Nov 03, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,604 290 0.02% 0.02% 621 +10 0.18% Q3 2026 Nov 03, 2026
Richard C. Young & CO., LTD. History No change 5,608 290 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 28, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 5,600 290 0.11% 0.11% 620 0 0.0% Q2 2026 Aug 07, 2026
Nalls Sherbakoff Group, LLC History No change 5,551 287 0.2% 0.2% 622 0 0.0% Q2 2026 Aug 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 5,503 285 0.0% — 623 +5,503 New Q3 2026 Oct 27, 2026
Washington Trust Advisors, Inc. History Reduced 5,434 281 0.02% 0.02% 624 -105 -1.9% Q3 2026 Oct 22, 2026
Reyes Financial Architecture, Inc. History No change 5,379 279 0.17% 0.16% 625 0 0.0% Q3 2026 Oct 21, 2026
Wealthcare Capital Partners, LLC History Added to 5,358 277 0.11% 0.11% 626 +82 1.55% Q3 2026 Oct 21, 2026
Hilltop National Bank History No change 5,300 274 0.06% 0.06% 627 0 0.0% Q3 2026 Oct 14, 2026
INVESTED ADVISORS History Reduced 5,267 273 0.23% 0.24% 628 -45 -0.85% Q3 2026 Oct 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 5,255 272 0.0% 0.01% 629 -859 -14.05% Q3 2026 Oct 28, 2026
SFMG, LLC History No change 5,219 270 0.02% 0.02% 630 0 0.0% Q2 2026 Aug 13, 2026
Interchange Capital Partners, LLC History Added to 5,192 269 0.04% 0.04% 633 +614 13.41% Q3 2026 Oct 27, 2026
SUMMIT SECURITIES GROUP LLC History No change 5,200 269 0.03% 0.03% 631 0 0.0% Q2 2026 Aug 03, 2026
Westbourne Investment Advisors, Inc. History No change 5,200 269 0.07% 0.07% 632 0 0.0% Q3 2026 Oct 20, 2026
Millennium Capital Advisors, LLC History Added to 5,167 267 0.14% 0.15% 634 +30 0.58% Q3 2026 Oct 16, 2026
FIDUCIARY TRUST CO History No change 5,135 266 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History Reduced 5,111 265 0.05% 0.15% 636 -10,000 -66.18% Q3 2026 Oct 14, 2026
Pine Valley Investments Ltd Liability Co History No change 5,117 265 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 5,102 264 0.02% 0.02% 638 0 0.0% Q2 2026 Jul 28, 2026
Investment Research Partners LLC History Reduced 5,071 263 0.09% 0.09% 639 -45 -0.88% Q3 2026 Oct 19, 2026
Intellectus Partners, LLC History No change 5,066 262 0.05% 0.05% 640 0 0.0% Q2 2026 Aug 12, 2026
Financial Insights, Inc. History Added to 5,049 261 0.07% 0.07% 642 +20 0.4% Q3 2026 Oct 27, 2026
Moors & Cabot, Inc. History No change 5,039 261 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 10, 2026
Future Financial Wealth Managment LLC History Added to 5,019 260 0.16% 0.17% 643 +136 2.79% Q3 2026 Oct 15, 2026
Envision Financial LLC History Reduced 5,014 260 0.12% 0.12% 644 -43 -0.85% Q3 2026 Oct 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 4,982 258 0.05% 0.05% 646 -500 -9.12% Q3 2026 Oct 21, 2026
CENTRAL TRUST Co History No change 4,994 258 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 31, 2026
KICKSTAND VENTURES, LLC. History No change 4,989 258 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 30, 2026
Vident Advisory, LLC History No change 4,968 257 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History Added to 4,919 255 0.06% 0.05% 649 +887 22.0% Q3 2026 Oct 15, 2026
Redwood Family Wealth LLC History Added to 4,797 248 0.22% 0.22% 650 +50 1.05% Q3 2026 Oct 20, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 4,735 246 0.16% 0.16% 651 0 0.0% Q2 2026 Aug 13, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 4,743 246 0.21% 0.21% 652 0 0.0% Q3 2026 Oct 15, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 4,650 244 0.08% 0.08% 653 0 0.0% Q3 2026 Oct 21, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 4,693 243 0.02% 0.02% 654 0 0.0% Q3 2026 Oct 23, 2026
HB Wealth Management, LLC History Reduced 4,632 240 0.0% 0.0% 656 -4,042 -46.6% Q3 2026 Oct 23, 2026
Essex Bank History Added to 4,646 240 0.05% 0.05% 655 +501 12.09% Q3 2026 Oct 16, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 4,610 239 0.03% 0.03% 657 +86 1.9% Q3 2026 Oct 26, 2026
Beaumont Asset Management, L.L.C. History Reduced 4,553 236 0.08% 0.1% 659 -195 -4.11% Q3 2026 Oct 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,562 236 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History Added to 4,532 235 0.05% 0.06% 660 +36 0.8% Q3 2026 Nov 03, 2026
HBW ADVISORY SERVICES LLC History Reduced 4,520 234 0.02% 0.02% 661 -99 -2.14% Q3 2026 Oct 14, 2026
LYELL WEALTH MANAGEMENT, LP History No change 4,500 233 0.01% 0.01% 662 0 0.0% Q3 2026 Oct 30, 2026
Edgemoor Investment Advisors, Inc. History No change 4,450 230 0.02% 0.02% 663 0 0.0% Q3 2026 Nov 03, 2026
Destiny Wealth Partners, LLC History No change 4,160 230 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 07, 2026
Southland Equity Partners LLC History No change 4,445 230 0.04% 0.04% 665 0 0.0% Q3 2026 Oct 14, 2026
Objective Capital Management, LLC History No change 4,416 229 0.21% 0.2% 666 0 0.0% Q3 2026 Oct 13, 2026
Icon Wealth Advisors, LLC History No change 4,374 226 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 05, 2026
SEARLE & CO. History No change 4,337 224 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 27, 2026
Secure Asset Management, LLC History Added to 4,318 223 0.03% 0.03% 669 +108 2.57% Q3 2026 Oct 19, 2026
Wealth Management Associates, Inc. History No change 4,320 223 0.06% 0.06% 670 0 0.0% Q2 2026 Jul 21, 2026
Cadent Capital Advisors, LLC History Reduced 4,283 222 0.05% 0.05% 671 -287 -6.28% Q3 2026 Oct 09, 2026
Berger Financial Group, Inc History No change 4,273 221 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 04, 2026
INSIGHT 2811, INC. History No change 4,247 220 0.09% 0.09% 673 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,235 219 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Added to 4,196 217 0.02% 0.03% 676 +150 3.71% Q3 2026 Oct 30, 2026
LVW Advisors, LLC History No change 4,185 217 0.02% 0.02% 675 0 0.0% Q3 2026 Oct 19, 2026
HBK Sorce Advisory LLC History No change 3,990 216 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 06, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 4,170 216 0.06% 0.06% 678 0 0.0% Q2 2026 Aug 10, 2026
Proactive Wealth Strategies LLC History No change 4,168 216 0.03% 0.03% 679 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 4,118 213 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 4,105 212 0.02% 0.02% 681 +3 0.07% Q3 2026 Oct 13, 2026
Alteri Wealth LLC History No change 4,101 212 0.06% 0.06% 682 0 0.0% Q2 2026 Jul 29, 2026
Waterloo Capital, L.P. History No change 4,085 211 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 29, 2026
Acorn Wealth Advisors, LLC History Added to 4,054 210 0.05% 0.05% 684 +58 1.45% Q3 2026 Oct 19, 2026
Evolution Wealth Advisors, LLC History No change 4,050 210 0.02% 0.02% 685 0 0.0% Q3 2026 Nov 03, 2026
Dana Investment Advisors, Inc. History No change 4,044 209 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 13, 2026
EVERPAR ADVISORS LLC History No change 4,036 209 0.06% 0.06% 687 0 0.0% Q2 2026 Jul 09, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,007 207 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 04, 2026
Ridgepath Capital Management LLC History No change 4,000 207 0.11% 0.09% 689 0 0.0% Q3 2026 Oct 29, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 4,000 207 0.14% 0.14% 690 0 0.0% Q2 2026 Aug 11, 2026
1ST SOURCE BANK History No change 3,981 206 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 06, 2026
SURIENCE PRIVATE WEALTH LLC History Reduced 3,946 204 0.2% 0.2% 692 -369 -8.55% Q3 2026 Oct 16, 2026
DIVERSIFIED MANAGEMENT INC History New 3,900 202 0.04% — 693 +3,900 New Q3 2026 Oct 08, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 3,730 193 0.04% 0.04% 694 -290 -7.21% Q3 2026 Oct 20, 2026
FIRST HORIZON CORP History No change 3,689 191 0.01% 0.01% 695 0 0.0% Q3 2026 Oct 26, 2026
Roxbury Financial LLC History Reduced 3,668 190 0.15% 0.15% 696 -98 -2.6% Q3 2026 Oct 01, 2026
Larson Financial Group LLC History No change 3,655 189 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 14, 2026
10Elms LLP History No change 3,483 180 0.08% 0.08% 698 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 3,281 170 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 27, 2026
Holos Integrated Wealth LLC History No change 3,145 164 0.07% 0.08% 700 0 0.0% Q3 2026 Oct 23, 2026
Pinnacle Bancorp, Inc. History No change 3,120 161 0.04% 0.04% 701 0 0.0% Q3 2026 Oct 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,092 160 0.02% 0.02% 702 0 0.0% Q3 2026 Oct 27, 2026
Allied Private Wealth LLC History No change 2,863 152 0.1% 0.1% 703 0 0.0% Q2 2026 Jul 09, 2026
Aptus Capital Advisors, LLC History No change 2,850 147 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History Added to 2,821 146 0.02% 0.01% 705 +946 50.45% Q3 2026 Oct 15, 2026
BESSEMER GROUP INC History No change 2,627 136 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 2,614 135 0.02% 0.02% 707 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 2,600 134 0.02% 0.02% 708 0 0.0% Q3 2026 Oct 21, 2026
Redwood Park Advisors LLC History Added to 2,525 130 0.08% 0.09% 709 +16 0.64% Q3 2026 Nov 02, 2026
Highland Investment Advisors LLC History No change 2,467 127 0.06% 0.06% 710 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History Added to 2,441 126 0.0% 0.0% 711 +373 18.04% Q3 2026 Oct 27, 2026
Nova Wealth Management, Inc. History No change 2,398 124 0.07% 0.07% 712 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History No change 2,362 122 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 2,329 120 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 13, 2026
Oakmont Advisory Group, LLC History No change 2,274 117 0.1% 0.1% 715 0 0.0% Q2 2026 Aug 03, 2026
Lodestone Wealth Management LLC History Added to 2,255 116 0.04% 0.04% 716 +42 1.9% Q3 2026 Oct 14, 2026
Atlantic Union Bankshares Corp History No change 2,210 114 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 11, 2026
Putney Financial Group LLC History New 2,184 113 0.09% — 719 +2,184 New Q3 2026 Oct 30, 2026
IFG Advisory, LLC History No change 2,183 113 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 2,100 108 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 2,046 106 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,034 105 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,000 103 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History Added to 1,974 102 0.01% 0.01% 724 +3 0.15% Q3 2026 Nov 02, 2026
Greykasell Wealth Strategies, Inc. History No change 1,813 94 0.03% 0.03% 725 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 1,803 93 0.06% 0.06% 728 +41 2.33% Q3 2026 Oct 09, 2026
Ancora Advisors LLC History No change 1,805 93 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,795 93 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,733 89 0.03% 0.03% 730 +24 1.4% Q3 2026 Oct 07, 2026
EASTERN BANK History No change 1,720 89 0.0% 0.0% 729 0 0.0% Q3 2026 Oct 05, 2026
TD Waterhouse Canada Inc. History Added to 1,703 88 0.0% 0.0% 731 +27 1.61% Q3 2026 Oct 16, 2026
Private Wealth Asset Management, LLC History No change 1,620 83 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 11, 2026
SUMMER ROAD LLC History No change 1,530 79 0.05% 0.05% 733 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History New 1,519 78 0.0% — 734 +1,519 New Q3 2026 Oct 21, 2026
UMB Bank, n.a. History No change 1,494 77 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 13, 2026
BROOKFIELD Corp /ON/ History No change 1,485 77 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 1,385 71 0.0% 0.0% 737 -7 -0.5% Q3 2026 Oct 08, 2026
Meriwether Wealth & Planning, LLC History New 1,305 67 0.03% — 739 +1,305 New Q3 2026 Oct 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,300 67 0.01% 0.01% 738 0 0.0% Q3 2026 Nov 03, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History New 1,250 64 0.03% — 740 +1,250 New Q3 2026 Oct 26, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,200 62 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 1,203 62 0.04% 0.04% 742 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,188 61 0.05% 0.05% 743 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,125 59 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 27, 2026
Friedenthal Financial History No change 1,102 57 0.02% 0.03% 745 0 0.0% Q3 2026 Oct 27, 2026
MASECO LLP History New 1,070 55 0.0% — 746 +1,070 New Q3 2026 Oct 27, 2026
Capital Analysts, LLC History No change 1,042 54 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History Added to 973 50 0.0% 0.0% 748 +1 0.1% Q3 2026 Oct 30, 2026
Arlington Trust Co LLC History No change 910 47 0.0% 0.0% 749 0 0.0% Q3 2026 Oct 20, 2026
Crews Bank & Trust History No change 900 46 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 16, 2026
Citizens National Bank Trust Department History No change 860 44 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History Added to 831 43 0.0% 0.0% 754 +16 1.96% Q3 2026 Oct 28, 2026
FIRST UNITED BANK & TRUST History No change 834 43 0.01% 0.01% 752 0 0.0% Q3 2026 Oct 22, 2026
City State Bank History No change 837 43 0.01% 0.01% 753 0 0.0% Q3 2026 Oct 20, 2026
Independence Bank of Kentucky History Added to 805 41 0.0% 0.0% 756 +345 75.0% Q3 2026 Oct 26, 2026
MONTAG A & ASSOCIATES INC History No change 802 41 0.0% 0.0% 755 0 0.0% Q3 2026 Oct 29, 2026
Colonial Trust Co / SC History No change 791 41 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 11, 2026
Financial Network Wealth Advisors LLC History New 735 38 0.04% — 758 +735 New Q3 2026 Oct 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 683 35 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 681 35 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 600 31 0.0% 0.0% 761 0 0.0% Q3 2026 Oct 23, 2026
GS Investments, Inc. History No change 600 31 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 600 31 0.01% 0.01% 763 0 0.0% Q3 2026 Oct 22, 2026
1620 INVESTMENT ADVISORS, INC. History No change 581 30 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 14, 2026
Archer Investment Corp History No change 543 28 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History No change 547 28 0.0% 0.0% 766 0 0.0% Q3 2026 Oct 08, 2026
PROSPERITY BANCSHARES INC History No change 535 27 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 531 27 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 06, 2026
Park Square Financial Group, LLC History No change 497 25 0.23% 0.23% 769 0 0.0% Q2 2026 Jul 31, 2026
Bank of New Hampshire History New 470 24 0.01% — 771 +470 New Q3 2026 Oct 06, 2026
GK Wealth Management LLC History New 467 24 0.01% — 772 +467 New Q3 2026 Oct 09, 2026
Financial Management Professionals, Inc. History Added to 481 24 0.0% 0.0% 770 +9 1.91% Q3 2026 Oct 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 442 22 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 425 22 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 419 21 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 400 20 0.03% 0.05% 776 -2,064 -83.77% Q3 2026 Oct 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 393 20 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 357 18 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 05, 2026
Copia Wealth Management History No change 360 18 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 17, 2026
HAZLETT, BURT & WATSON, INC. History No change 303 16 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 30, 2026
CGC Financial Services, LLC History No change 325 16 0.0% 0.0% 781 0 0.0% Q3 2026 Oct 13, 2026
BARRETT & COMPANY, INC. History No change 300 15 0.0% 0.0% 782 0 0.0% Q3 2026 Oct 22, 2026
Wiser Advisor Group LLC History No change 305 15 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History Added to 268 13 0.01% 0.01% 784 +69 34.67% Q3 2026 Oct 08, 2026
Glen Eagle Advisors, LLC History No change 263 13 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 238 12 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 247 12 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 22, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 208 10 0.0% 0.0% 790 +4 1.96% Q3 2026 Oct 19, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 200 10 0.0% 0.0% 788 0 0.0% Q3 2026 Oct 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 206 10 0.0% 0.0% 789 0 0.0% Q3 2026 Oct 15, 2026
SHP Wealth Management History No change 179 9 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 180 9 0.0% 0.0% 792 0 0.0% Q3 2026 Oct 30, 2026
Lynch Investment Planning, LLC History New 162 8 0.01% — 799 +162 New Q3 2026 Oct 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 165 8 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 28, 2026
Financial Gravity Companies, Inc. History No change 168 8 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 05, 2026
Cheviot Value Management, LLC History No change 172 8 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 171 8 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 168 8 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 31, 2026
Ares Financial Consulting, LLC History No change 170 8 0.01% 0.01% 798 0 0.0% Q3 2026 Oct 19, 2026
United Community Bank History New 154 7 0.0% — 804 +154 New Q3 2026 Oct 28, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 144 7 0.0% 0.0% 801 -141 -49.47% Q3 2026 Oct 30, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 139 7 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 16, 2026
Blume Capital Management, Inc. History No change 153 7 0.0% 0.0% 802 0 0.0% Q3 2026 Oct 23, 2026
Vision Retirement, LLC History No change 135 7 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 21, 2026
Abound Wealth Management History Reduced 127 6 0.0% 0.0% 806 -43 -25.29% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History No change 125 6 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 117 6 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History New 107 5 0.0% — 812 +107 New Q3 2026 Oct 30, 2026
Trust Co History No change 108 5 0.0% 0.0% 808 0 0.0% Q3 2026 Oct 09, 2026
Global Trust Asset Management, LLC History No change 100 5 0.0% 0.0% 809 0 0.0% Q3 2026 Oct 19, 2026
WOLFF WIESE MAGANA LLC History No change 109 5 0.0% 0.0% 810 0 0.0% Q3 2026 Oct 15, 2026
Markowski Investments History No change 100 5 0.0% 0.0% 811 0 0.0% Q3 2026 Oct 30, 2026
Next Level Wealth Planning, LLC History New 78 4 0.0% — 814 +78 New Q3 2026 Oct 29, 2026
CVA Family Office, LLC History No change 80 4 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 07, 2026
Corsicana & Co. History No change 71 3 0.0% 0.0% 815 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 65 3 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 59 3 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 60 3 0.0% 0.0% 818 0 0.0% Q3 2026 Oct 19, 2026
MADDEN SECURITIES Corp History New 50 2 0.0% — 822 +50 New Q3 2026 Oct 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 50 2 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 40 2 0.0% 0.0% 820 0 0.0% Q3 2026 Oct 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 56 2 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History New 20 1 0.0% — 826 +20 New Q3 2026 Nov 03, 2026
Transce3nd, LLC History No change 32 1 0.0% 0.01% 823 0 0.0% Q3 2026 Oct 26, 2026
REAP Financial Group, LLC History No change 25 1 0.0% 0.0% 824 0 0.0% Q3 2026 Nov 02, 2026
Basepoint Wealth LLC History No change 24 1 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 10, 2026
J.Safra Asset Management Corp History Closed out 0 0 — 0.11% — -47,749 -100.0% Q3 2026 Nov 03, 2026
Boyce & Associates Wealth Consulting, Inc. History Closed out 0 0 — 1.08% — -30,166 -100.0% Q3 2026 Oct 13, 2026
Value Investment Professionals, LLC History Closed out 0 0 — 0.83% — -28,631 -100.0% Q3 2026 Oct 09, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.15% — -23,135 -100.0% Q3 2026 Nov 03, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.02% — -14,982 -100.0% Q3 2026 Oct 27, 2026
Simplicity Wealth,LLC History Closed out 0 0 — 0.02% — -8,684 -100.0% Q3 2026 Oct 23, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Closed out 0 0 — 0.31% — -8,625 -100.0% Q3 2026 Oct 09, 2026
Teamwork Financial Advisors, LLC History Closed out 0 0 — 0.04% — -7,669 -100.0% Q3 2026 Oct 19, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.01% — -5,760 -100.0% Q3 2026 Oct 09, 2026
Provident Wealth Management, LLC History Closed out 0 0 — 0.06% — -4,863 -100.0% Q3 2026 Oct 20, 2026
Gilman Hill Asset Management, LLC History Closed out 0 0 — 0.03% — -4,375 -100.0% Q3 2026 Oct 13, 2026
Schear Investment Advisers, LLC History Closed out 0 0 — 0.07% — -4,110 -100.0% Q3 2026 Oct 14, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.04% — -3,242 -100.0% Q3 2026 Nov 03, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.01% — -1,133 -100.0% Q3 2026 Oct 16, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.03% — -945 -100.0% Q3 2026 Oct 07, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -880 -100.0% Q3 2026 Oct 28, 2026
Founders Capital Management History Closed out 0 0 — 0.02% — -808 -100.0% Q3 2026 Oct 13, 2026
Asset Dedication, LLC History Closed out 0 0 — 0.0% — -672 -100.0% Q3 2026 Nov 02, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.0% — -400 -100.0% Q3 2026 Oct 22, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -210 -100.0% Q3 2026 Oct 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -203 -100.0% Q3 2026 Oct 28, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -160 -100.0% Q3 2026 Oct 13, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — 0.0% — -126 -100.0% Q3 2026 Nov 02, 2026
Kozak & Associates, Inc. History Closed out 0 0 — — — -19 -100.0% Q3 2026 Oct 29, 2026
VALLEY NATIONAL ADVISERS INC History New 3 0 — — — +3 New Q3 2026 Oct 23, 2026
Key FInancial Inc History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 02, 2026
MV CAPITAL MANAGEMENT, INC. History No change 18 0 — — — 0 0.0% Q3 2026 Oct 29, 2026